Dynamic Advisor Solutions LLC Raises Stock Position in Netflix, Inc. $NFLX

Dynamic Advisor Solutions LLC lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 621.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 61,655 shares of the Internet television network’s stock after buying an additional 53,106 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Netflix were worth $5,781,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of NFLX. Nordea Investment Management AB raised its holdings in Netflix by 886.6% during the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after purchasing an additional 8,688,113 shares during the last quarter. Norges Bank purchased a new stake in Netflix during the second quarter worth $7,929,645,000. Laurel Wealth Advisors LLC grew its holdings in Netflix by 128,553.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,881,129 shares of the Internet television network’s stock valued at $6,536,466,000 after purchasing an additional 4,877,335 shares during the last quarter. Sarasin & Partners LLP grew its holdings in Netflix by 2,758.1% in the fourth quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after purchasing an additional 2,279,032 shares during the last quarter. Finally, Union Bancaire Privee UBP SA increased its position in shares of Netflix by 1,672.4% in the fourth quarter. Union Bancaire Privee UBP SA now owns 943,533 shares of the Internet television network’s stock valued at $86,741,000 after buying an additional 890,299 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Analyst Ratings Changes

NFLX has been the subject of several research reports. Robert W. Baird cut their price target on Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $98.00 price objective (up from $95.00) on shares of Netflix in a research note on Wednesday, January 21st. Wedbush restated an “outperform” rating and set a $115.00 target price on shares of Netflix in a research report on Friday, February 20th. Canaccord Genuity Group set a $125.00 target price on shares of Netflix and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Finally, William Blair reaffirmed an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $114.35.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi resumes coverage, reiterates Buy and $115 price objective — Citi points to improving profitability, pricing power and enhanced capital returns as upside catalysts for Netflix. Citi Resumes Coverage of Netflix (NFLX) Stock
• Positive Sentiment: Ad business momentum — reports highlight Netflix’s ad revenue surge ( ~$1.5B and estimates up to $3B in 2026) and its investment in an in‑house ad platform, which supports higher monetization per user and recurring revenue diversification. Netflix’s Ad Revenue Surges to $1.5 Billion: Is the Stock a No-Brainer Buy Today With $2,000?
• Positive Sentiment: Live events and cultural hits driving engagement — Netflix streamed BTS’s Seoul concert (positioning it as a leader in live concert streaming) and launched a successful second season of “Culinary Class Wars,” which drove restaurant bookings and demonstrates content’s real‑world economic and engagement impact. These signal subscriber engagement and event‑driven monetization upside. BTS Comeback Becomes Netflix’s Biggest Live Bet Yet A Netflix cooking show is changing how people travel — and restaurants are seeing bookings jump 303%
• Negative Sentiment: Price sensitivity among consumers — a report on Canadian streaming behavior shows cash‑strapped consumers gravitating to lower‑cost ad tiers, which could limit ARPU upside in pressured markets even as ad revenue grows. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads

Insider Buying and Selling at Netflix

In related news, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the sale, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,130,291.60. This trade represents a 46.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the sale, the director directly owned 79,690 shares of the company’s stock, valued at $7,081,253.40. The trade was a 28.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is owned by corporate insiders.

Netflix Trading Up 1.7%

Shares of NFLX stock opened at $93.38 on Tuesday. The firm has a 50-day moving average price of $86.95 and a 200 day moving average price of $101.49. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a market capitalization of $394.27 billion, a price-to-earnings ratio of 36.95, a PEG ratio of 1.41 and a beta of 1.68. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.01. The company had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period last year, the company earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Netflix Company Profile

Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.

The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.